Elmwood Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $554K | Buy |
4,314
+301
| +8% | +$35.2K | 0.14% | 121 |
|
|
2026
Q1 | $483K | Sell |
4,013
-114
| -3% | -$13.2K | 0.13% | 122 |
|
|
2025
Q4 | $434K | Buy |
4,127
+995
| +32% | +$93.4K | 0.14% | 119 |
|
|
2025
Q3 | $263K | Buy |
3,132
+525
| +20% | +$43.2K | 0.09% | 129 |
|
|
2025
Q2 | $206K | Sell |
2,607
-25
| -0.9% | -$1.99K | 0.08% | 125 |
|
|
2025
Q1 | $236K | Sell |
2,632
-24
| -0.9% | -$2.24K | 0.1% | 123 |
|
|
2024
Q4 | $264K | Buy |
2,656
+9
| +0.3% | +$928 | 0.11% | 119 |
|
|
2024
Q3 | $301K | Hold |
2,647
| – | – | 0.12% | 115 |
|
|
2024
Q2 | $328K | Sell |
2,647
-32
| -1% | -$4.12K | 0.15% | 101 |
|
|
2024
Q1 | $353K | Buy |
2,679
+469
| +21% | +$57.8K | 0.15% | 102 |
|
|
2023
Q4 | $241K | Sell |
2,210
-504
| -19% | -$52.3K | 0.17% | 100 |
|
|
2023
Q3 | $279K | Buy |
2,714
+5
| +0.2% | +$539 | 0.13% | 108 |
|
|
2023
Q2 | $313K | Hold |
2,709
| – | – | 0.15% | 102 |
|
|
2023
Q1 | $288K | Buy |
2,709
+30
| +1% | +$3.24K | 0.14% | 106 |
|
|
2022
Q4 | $297K | Hold |
2,679
| – | – | 0.15% | 105 |
|
|
2022
Q3 | $231K | Hold |
2,679
| – | – | 0.12% | 109 |
|
|
2022
Q2 | $244K | Hold |
2,679
| – | – | 0.14% | 104 |
|
|
2022
Q1 | $220K | Hold |
2,679
| – | – | 0.11% | 108 |
|
|
2021
Q4 | $205K | Buy |
+2,679
| New | +$213K | 0.1% | 111 |
|
|
2021
Q2 | $170K | Sell |
2,191
-105
| -5% | -$7.81K | 0.09% | 115 |
|
|
2021
Q1 | $169K | Buy |
+2,296
| New | +$169K | 0.1% | 112 |
|
|
2020
Q3 | $169K | Hold |
2,295
| – | – | 0.14% | 90 |
|
|
2020
Q2 | $169K | Sell |
2,295
-170
| -7% | -$12.8K | 0.14% | 90 |
|
|
2020
Q1 | $128K | Buy |
+2,465
| New | +$194K | 0.12% | 98 |
|
|
2019
Q4 | – | Sell |
-2,236
| Closed | -$180K | – | 188 |
|
|
2019
Q3 | $180K | Hold |
2,236
| – | – | 0.18% | 78 |
|
|
2019
Q2 | $179K | Hold |
2,236
| – | – | 0.16% | 87 |
|
|
2019
Q1 | $177K | Sell |
2,236
-53
| -2% | -$3.96K | 0.16% | 88 |
|
|
2018
Q4 | $167K | Sell |
2,289
-176
| -7% | -$12.4K | 0.16% | 91 |
|
|
2018
Q3 | $167K | Hold |
2,465
| – | – | 0.14% | 97 |
|
|
2018
Q2 | $143K | Hold |
2,465
| – | – | 0.13% | 103 |
|
|
2018
Q1 | $128K | Buy |
+2,465
| New | +$133K | 0.12% | 98 |
|
Other funds holding MRK
Elmwood Wealth Management's MRK Position: Q2 2026 in Review
Elmwood Wealth Management increased its Merck (MRK) stake by 7.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 4,314 shares worth $554K. The position accounts for 0.14% of the portfolio, ranked #121.
Elmwood Wealth Management first reported a position in MRK in Q1 2018 and has held it in 31 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Elmwood Wealth Management held 4,314 shares of Merck worth $554K as of Q2 2026.
- Elmwood Wealth Management bought 301 Merck shares in Q2 2026, an estimated $35.2K.
- Merck made up 0.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #121 holding.
- Elmwood Wealth Management first reported a position in Merck in Q1 2018 and has held it in 31 quarters since.
- 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.